Siemens Energy India Limited Earnings Summary — Q1 FY2027
Siemens Energy India Q1 Profit Surges 68% on Solid Revenue Execution and Record Backlog
Quarterly Business Intelligence
AI Quarterly Scorecard™
Computed deterministically from the last 10 reported quarters.
Quarterly Business Momentum
- Revenue has increased for 3 consecutive quarters.
- Revenue of ₹2,486 Cr is 39.3% higher year-on-year.
- Revenue has compounded at 34.3% annualised over the last 10 quarters.
- Net profit has reached its highest level in 10 quarters.
- Net profit of ₹441 Cr is 67.8% above the same quarter last year.
- Profit growth is outpacing revenue growth, pointing to positive operating leverage.
- Net profit has compounded at 88.2% annualised across the period.
- Operating margin stands at 23.6% in Q1 FY2027.
- Operating margin expanded by 449 bps year-on-year.
- PBT margin is 23.9%.
- Expense growth of 31.5% remained below revenue growth of 39.3%.
- Operating profit of ₹586 Cr is 72.1% higher year-on-year.
- Operating leverage continues to improve.
- 4 of the last 4 measured quarters delivered year-on-year revenue growth.
- Overall quarterly business momentum scores 82/100 (Strong) on the latest 10 quarters.
- Business momentum remains positive heading into the next quarter.
Quarterly Financials
Last 10 Reported Quarters • All figures in ₹ Crore • Margins in %
| Metric | Trend | Latest Q1 FY2027 | Q4 FY2026 | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q1 FY2025 | Q4 FY2024 | Q4 FY2018 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | Improving | 2,486 | 2,394 | 1,911 | 2,646 | 1,785 | 1,880 | 1,517 | 1,484 | — | — |
| Expenses | Improving | 1,900 | 1,896 | 1,450 | 2,166 | 1,444 | 1,521 | 1,182 | 1,271 | — | — |
| Operating Profit | Strong Uptrend | 586 | 498 | 461 | 479 | 340 | 359 | 335 | 213 | — | — |
| Operating Margin | Improving | 23.6% | 20.8% | 24.1% | 18.1% | 19.1% | 19.1% | 22.1% | 14.4% | — | — |
| Other Income | Accelerating | 57 | 46 | -3 | 37 | 53 | 14 | 2 | — | — | — |
| Interest | Improving | 9 | 7 | 7 | 6 | 14 | 3 | 4 | 1 | — | — |
| Depreciation | Strong Uptrend | 40 | 35 | 32 | 31 | 27 | 24 | 21 | 16 | — | — |
| Profit Before Tax | Strong Uptrend | 593 | 502 | 419 | 478 | 352 | 345 | 312 | 196 | — | — |
| Tax | Strong Uptrend | 153 | 128 | 106 | 119 | 89 | 99 | 80 | 50 | — | — |
| Net Profit | Strong Uptrend | 441 | 375 | 313 | 360 | 263 | 246 | 232 | 146 | — | — |
| Net Margin | Improving | 17.7% | 15.7% | 16.4% | 13.6% | 14.7% | 13.1% | 15.3% | 9.8% | — | — |
Key Takeaways
- Revenue grew by 39.3% YoY to INR 2,486 crore, driven by robust order execution and a healthy backlog in both Power Transmission and Generation segments.
- Net Profit witnessed a significant jump of 67.8% YoY, reaching INR 441 crore for the quarter ending June 30, 2026.
- Operating margins expanded by 430 basis points YoY to 21.9%, attributed to better operating leverage, higher export contributions, and disciplined execution.
- Order backlog reached a record INR 19,331 crore, marking a 16.4% increase compared to the previous year period.
- The Power Transmission segment continues to be the primary growth engine, contributing INR 1,386 crore to quarterly revenue with a segment result margin of 21.6%.
- Company is proceeding with significant capital expenditures, including a new INR 2,060 crore greenfield transformer factory to meet rising grid demand.
- Management noted an exceptional item of INR 51.9 crore in the nine-month period related to new labour code compliance impacts on employee benefits.
Management Guidance
Management emphasizes a focus on value over volume, targeting selective project participation that supports higher margins. They anticipate sustained demand driven by India's renewable energy capacity targets (30 GW added in H1 CY2026) and global power demand from AI-enabled data centers. Capex is focused on doubling Kalwa plant capacity and establishing a new transformer facility.
Sentiment Shift
Improving
Margins have shown consistent expansion beyond historical levels, and the order backlog provides high visibility for continued revenue growth despite global geopolitical headwinds.
Outlook
The outlook remains strong as India scales toward its 2030 non-fossil fuel targets. The company is uniquely positioned in grid stabilization (STATCOMs) and industrial decarbonization (Waste Heat Recovery) to capture long-term electrification trends.
From the Annual Report (Key Quotes)
“Our strong Q3 FY2026 performance underscores the resilience of our business model and the disciplined execution of our strategy.”
“The need for stronger, smarter, and more flexible energy infrastructure has never been greater, driven by electrification, industrial growth, and AI-enabled data centers.”
“We are very much selective, and they're choosing the projects and business that really bring value to our shareholders.”
Official Quarterly Documents
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This summary is AI-generated from Siemens Energy India Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.